Valley Financial Management, Inc. Incresed Positions in Q2 2023

Valley Financial Management, Inc.

  • $193 Billion
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
154K
+ 332.71%
$72.17 - $80.16 $11.1M - $12.4M
201K $16B
VONG
Vanguard Russell 1000 Growth E

ETFs
112K
+ 63.08%
$61.54 - $70.76 $6.88M - $7.91M
289K $20.5B
SOXX
Ishares Semiconductor ETF

ETFs
12.5K
+ 171.47%
$401.0 - $516.5 $5.02M - $6.46M
19.8K $10B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.7K
+ 156.37%
$97.49 - $100.53 $4.65M - $4.79M
78.1K $7.65B
GLD
Spdr Gold Trust

ETFs
24.3K
+ 1736.7%
$177.09 - $190.44 $4.3M - $4.62M
25.7K $4.58B
KRE
Spdr S&P Regional Banking ETF

ETFs
96.4K
+ 143.25%
$36.08 - $44.59 $3.48M - $4.3M
164K $6.68B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
82.3K
+ 121.85%
$35.57 - $38.94 $2.93M - $3.2M
150K $5.82B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
16.2K
+ 49.2%
$116.28 - $134.84 $1.88M - $2.18M
49K $6.32B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
25.9K
+ 24.05%
$79.09 - $83.81 $2.05M - $2.17M
133K $10.9B
SKYY
First Trust Cloud Computing Et

ETFs
18K
+ 65.42%
$60.7 - $78.04 $1.09M - $1.4M
45.5K $3.46B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
19.4K
+ 20.46%
$55.74 - $59.1 $1.08M - $1.15M
114K $6.57B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.6K
+ 18.33%
$50.04 - $50.36 $1.03M - $1.04M
133K $6.67B
EUDG
Wisdomtree Tr

ETFs
25.6K
+ 6.28%
$29.77 - $31.65 $763K - $811K
434K $13.3B
ROBO
Robo Global Robotics And Autom

ETFs
12.4K
+ 33.86%
$52.22 - $59.37 $648K - $737K
49K $2.87B
PFF
Ishares Trust Ishares Pfd And

ETFs
21.4K
+ 104.1%
$29.33 - $31.46 $627K - $672K
41.9K $1.3B
XLV
Select Sector Spdr Fund Health

ETFs
3.23K
+ 6.41%
$126.74 - $135.66 $409K - $438K
53.6K $7.11B
BNDX
Vanguard Total International B

ETFs
12.1K
+ 19.72%
$48.28 - $49.09 $582K - $592K
73.2K $3.58B
XLK
Technology Sector Spdr

ETFs
455
+ 2.39%
$143.97 - $174.63 $65.5K - $79.5K
19.5K $3.38B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
932
+ 3.96%
$75.52 - $76.97 $70.4K - $71.7K
24.4K $1.85B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.12K
+ 3.66%
$45.08 - $46.43 $50.6K - $52.1K
31.8K $1.45B
BBH
Vaneck ETF Tr Biotech ETF

ETFs
284
+ 1.64%
$154.15 - $167.37 $43.8K - $47.5K
17.7K $2.75B
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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